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iShares MBS ETF

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SPAS
426
Spectrum Planning & Advisory Services
California
$954K -$1.37M -14,444 -59%
DFG
427
Delphi Financial Group
Delaware
$947K +$947K +10,000 New
TI
428
tru Independence
Oregon
$947K -$20.3K -214 -2%
BIA
429
Bigelow Investment Advisors
Maine
$939K -$921K -9,933 Closed
CAL
430
Capital Analysts LLC
Pennsylvania
$926K +$249K +2,632 +37%
MAG
431
Mayfair Advisory Group
Alabama
$917K +$33.1K +350 +4%
Creative Planning
432
Creative Planning
Kansas
$909K -$184K -1,947 -17%
CCA
433
Catalyst Capital Advisors
New York
$902K +$67.3K +710 +8%
CAM
434
Concorde Asset Management
Michigan
$876K +$72K +760 +9%
LA
435
LexAurum Advisors
Kansas
$865K +$232K +2,453 +37%
MSL
436
Mackay Shields LLC
New York
$857K
FIM
437
Freedom Investment Management
Connecticut
$857K -$865K -9,130 -50%
AL
438
ADE LLC
Maryland
$842K +$339K +3,577 +67%
SFG
439
Sovereign Financial Group
Connecticut
$833K +$154K +1,625 +23%
KWM
440
Keebeck Wealth Management
Illinois
$819K +$163K +1,724 +25%
LCGC
441
Legacy Capital Group California
California
$818K +$818K +8,640 New
VC
442
Veracity Capital
Georgia
$818K +$90.4K +954 +12%
PP
443
Patron Partners
Texas
$813K +$17.5K +185 +2%
CIP
444
Chartwell Investment Partners
Pennsylvania
$810K
Vontobel Holding
445
Vontobel Holding
Switzerland
$787K +$787K +8,310 New
PG
446
Patten Group
Tennessee
$778K -$99.5K -1,050 -11%
BBA
447
Braun-Bostich & Associates
Pennsylvania
$774K +$28.5K +301 +4%
ACM
448
Anfield Capital Management
California
$770K -$91.7K -968 -11%
B
449
Barings
North Carolina
$767K
QPWM
450
Quadrant Private Wealth Management
Pennsylvania
$766K +$295K +3,118 +63%